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Micron Just Gave Incredible News to Investors of This AI Infrastructure Stock That Has Tripled in a Year [Yahoo! Finance]
Last lam research corporation earnings: 4/22 04:05 pm
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US:NASDAQ Investor Relations: investor.lamresearch.com
This wasn't surprising, as the company benefits from the artificial intelligence (AI)-fueled demand for its memory products. Micron's revenue almost tripled year over year to $23.9 billion, while its non-GAAP operating margin jumped from 25% to 69%. This sharp spike in the company's margins is the result of the persistent increase in memory prices, caused by supply constraints and booming demand. Not surprisingly, Micron is scrambling to produce more chips to meet customer demand, and that's good news for Lam Research (NASDAQ: LRCX) Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Let's see why Micron's strong growth is likely to rub off positively on Lam stock. Image source: Micron Technology. Micron plans to significantly boost its capex Micron management says that it can fulfill only 50% to two-thirds
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- Lam Research (LRCX) was downgraded by Erste Group Bank AG from "buy" to "hold".[MarketBeat]
- Strong Demand Lifted Lam Research Corporation (LRCX) in Q4 [Yahoo! Finance][Yahoo! Finance]
- DRAM prices surged 90-95%, memory suppliers booked two years out [Yahoo! Finance][Yahoo! Finance]
- Lam Research Corporation Announces March Quarter Financial Conference Call [TheStreet.com][TheStreet.com]
- Lam Research Corporation Announces March Quarter Financial Conference Call[PR Newswire]
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SEC Filings
SEC Filings
- 3/27/26 - Form SCHEDULE
- 3/11/26 - Form 4
- 3/10/26 - Form 3
- LRCX's page on the SEC website
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